WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 331 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,289 | -30.3% | 395 | -27.9% | 0.00% | -33.3% |
| Q2 2023 | $34,853 | +2.8% | 548 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33,899 | -22.7% | 548 | -22.6% | 0.00% | -25.0% |
| Q4 2022 | $43,861 | +12.5% | 708 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $39,000 | -7.1% | 708 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | – | 708 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meridian Financial Partners LLC | 67,453 | $7,377,000 | 5.70% |
| ShoreHaven Wealth Partners, LLC | 91,381 | $9,823,000 | 5.50% |
| IAG Wealth Partners, LLC | 124,418 | $13,375,000 | 5.46% |
| WADE G W & INC | 723,879 | $77,817,000 | 4.73% |
| TOBIAS FINANCIAL ADVISORS, INC. | 74,984 | $8,061,000 | 3.69% |
| Traverso Chambers Private Wealth Management, LLC | 67,308 | $7,236,000 | 2.60% |
| MOLLER WEALTH PARTNERS | 52,706 | $5,666,000 | 2.34% |
| Treybourne Wealth Planners, Inc. | 29,041 | $3,122,000 | 2.25% |
| M Holdings Securities, Inc. | 162,290 | $17,446,000 | 2.23% |
| Graves Light Lenhart Wealth, Inc. | 106,748 | $11,475,000 | 2.14% |